Well advised with financial investments and asset management

Institutional investors can invest on much more favourable terms than private investors. Nevertheless, costs for the selection, management and safekeeping of the assets must be taken into account and reduce the returns of the foundation and its beneficiaries. Additional costs can only be justified towards beneficiaries if they enable higher returns to be generated.

VZ is an independent consulting firm with long-standing experience as the asset manager of large sums. We support foundation boards and other bodies with our expertise in all investment matters – be this in the derivation of an investment strategy or its tactical implementation. Many foundations also ask us to conduct a fee analysis and entrust us with the independent management of their assets.

The most important questions for pension funds

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